Financial planning and investment advisory services, namely, the development and creation of personalized strategies to achieve financial goals; financial planning and advisory services, the development and creation of personalized strategic plans for investment planning, insurance planning, income tax planning and retirement planning; investment monitoring services; financial consultation services; fiduciary representative services; financial and investment services, namely, management in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; investment advisory services, financial portfolio analysis and management; wealth management services; providing consulting and information concerning insurance; providing investment review and assessment for variable and fixed annuity products; fiscal assessments and evaluations; providing information and research in the fields of personal finance, financial planning and financial management; providing tax planning and tax advisory services